Document management for Microsoft Dynamics GP

dynamics logo

Keep all your documents in one place while integrating them with what you already do in Microsoft Dynamics GP.

Capture invoices from email and scanned snail mail, index them to extract vendors, dates, and totals. Approve them according to policy and send the details to Dynamics Integration Manager for payment, then automatically update the invoices with payment details for full circle handling. Find the invoices and associated documents easily in FileHold using powerful search features for audits, customer service, etc.

Integration options

Name Description Skill level Type
FastFind Search FileHold using information on Dynamics screens. Basic Optional feature
Print to FileHold Add purchase orders, invoices and other documents generated by Dynamics. Basic Optional feature
Database dropdown menus Synchronize data in Dynamics to selection lists in FileHold. Intermediate Included
Schema lookup Automatically fill fields from data in Dynamics. Intermediate Included
Search by URL Link to sets of documents with matching information such as purchase orders using Dynamics Custom Links. Intermediate to advanced Included
Document links Add direct links to documents using Dynamics Custom Links Basic Included
Export script Send approved invoices to Dynamics Integration Manager. Intermediate to advanced Optional feature